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Get Institutions for : 
Essex Property Trust Inc (ESS)  
$250.31 0.51 (0.2%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 524    5
Total shares held : 
61,947,909  
% of shares held : 
95.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -37  
Amount of shares held : 
3,317,271  
% of shares held change : 
  5.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$208.85  
Last Quarter's Ending Price : 
$247.94  
Last Quarter's Average Price
$220.60  
Change from last quarter's     
avg. price to the last closing  : 
29.71 (13.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,001,354
 4.84%
 
Increased Positions :
179
 3,663,050
 5.91%
 
Unchanged Positions :
91
 850,837
 1.37%
 
Decreased Positions :
211
-2,963,913
-4.78%
 
Closed Positions :
48
-383,220
-0.62%
 
Guru Positions :
2
18,089
 0.03%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PGGM INVESTMENTS 18 - 2023-12-31 362,252 $89,817,000 0
   National Pension Service 429 - 2023-12-31 100,860 $25,007,000 0
   INVESTURE LLC 10 - 2023-12-31 66,000 $16,364,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 11 - 2023-12-31 59,500 $14,752,000 0
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 27 - 2024-03-31 60,000 $14,689,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 377 - 2023-12-31 50,149 $12,434,000 0
   WEALTH ADVISORS INC. 11 - 2023-09-30 27,389 $5,809,000 0
   STATE TREASURER STATE OF MICHIGAN 454 - 2024-03-31 17,560 $4,299,000 0
   Sarasin & Partners LLP 63 - 2024-03-31 17,024 $4,168,000 0
   IFM Investors Pty Ltd 422 - 2024-03-31 13,897 $3,402,000 0
   South Dakota Investment Council 269 - 2023-12-31 11,633 $2,884,000 0
   FIL LTD 658 - 2023-12-31 8,800 $2,182,000 0
   TWO SIGMA INVESTMENTS LLC 1484 - 2023-12-31 7,700 $1,909,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 478 - 2023-12-31 6,741 $1,671,000 0
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 83 - 2024-03-31 5,936 $1,453,000 0
   GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 45 - 2022-12-31 6,221 $1,318,000 0
   Gulf International Bank (UK) Ltd 436 - 2024-03-31 5,322 $1,302,000 0
   Maryland State Retirement & Pension System 585 - 2024-03-31 4,987 $1,161,000 0
   B. Metzler seel. Sohn & Co. AG 494 - 2023-12-31 4,224 $1,047,000 0
   OSTERWEIS CAPITAL MANAGEMENT INC 81 - 2023-12-31 4,055 $1,005,000 0
   TIEMANN INVESTMENT ADVISORS LLC 47 - 2023-12-31 4,019 $997,000 0
   Horst & Graben Wealth Management LLC 64 - 2024-03-31 3,220 $788,000 0
   LEUCADIA NATIONAL CORP -- Notable Guru -- 653 - 2023-12-31 3,135 $777,000 0
   GATEWAY INVESTMENT ADVISERS LP 372 - 2024-03-31 2,627 $643,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 759 - 2023-12-31 2,300 $570,000 0
   Ilmarinen Mutual Pension Insurance Co 260 - 2023-12-31 2,000 $496,000 0
   GOLUB GROUP LLC 70 - 2023-12-31 1,599 $396,000 0
   Van Hulzen Asset Management LLC 243 - 2023-12-31 1,590 $394,000 0
   WULFF HANSEN & CO. 58 - 2023-12-31 1,564 $388,000 0
   Parcion Private Wealth LLC 160 - 2024-03-31 1,343 $329,000 0
   KLINGENSTEIN FIELDS & CO LLC 144 - 2023-12-31 1,200 $298,000 0
   Azimuth Capital Investment Management LLC 264 - 2023-12-31 1,200 $298,000 0
   ROMAN BUTLER FULLERTON & CO 170 - 2023-12-31 1,222 $289,000 0
   POWER CORP OF CANADA 142 - 2023-12-31 1,158 $287,000 0
   V-Square Quantitative Management LLC 438 - 2024-03-31 954 $234,000 0
   CONSCIOUS WEALTH INVESTMENTS LLC 47 - 2024-03-31 869 $202,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 297 - 2024-03-31 457 $113,000 0
   Center for Financial Planning Inc. 195 - 2024-03-31 350 $86,000 0
   Glassman Wealth Services 339 - 2023-12-31 317 $79,000 0
   Atlantic Trust LLC 215 - 2023-12-31 297 $74,000 0
   ALTA ADVISERS LTD 332 - 2024-03-31 300 $73,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 730 - 2024-03-31 295 $72,000 0
   DT INVESTMENT PARTNERS, LLC 201 - 2023-12-31 297 $70,000 0
   ROGCO LP 135 - 2023-12-31 208 $52,000 0
   Private Ocean LLC 238 - 2024-03-31 207 $51,000 0
   Bear Mountain Capital Inc. 68 - 2024-03-31 221 $51,000 0
   HM PAYSON & CO 614 - 2023-12-31 180 $45,000 0
   PSI Advisors LLC 288 - 2024-03-31 159 $39,000 0
   Muzinich & Co. Inc. 38 - 2023-12-31 116 $29,000 0
   Washington Trust Advisors Inc. 373 - 2023-12-31 101 $25,000 0
   Orion Capital Management LLC 302 - 2023-12-31 100 $25,000 0
   BROWN BROTHERS HARRIMAN & CO 824 - 2023-12-31 100 $25,000 0
   Steward Partners Investment Advisory LLC 2293 - 2023-12-31 100 $25,000 0
   Annis Gardner Whiting Capital Advisors LLC 397 - 2023-12-31 85 $21,000 0
   MONTAG A & ASSOCIATES INC 721 - 2023-12-31 59 $15,000 0
   Park Place Capital Corp 588 - 2024-03-31 59 $14,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 535 - 2023-12-31 50 $12,000 0
   SOA Wealth Advisors LLC. 521 - 2024-03-31 46 $11,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 631 - 2024-03-31 44 $11,000 0
   HHM Wealth Advisors LLC 518 - 2023-12-31 41 $10,000 0
   BANGOR SAVINGS BANK 410 - 2024-03-31 42 $10,000 0
   GRAYHAWK INVESTMENT STRATEGIES INC. 218 - 2023-12-31 30 $7,000 0
   Mechanics Financial Corp 188 - 2023-12-31 25 $6,000 0
   IFP Advisors Inc 2350 - 2023-12-31 24 $6,000 0
   Investors Research Corp 810 - 2023-12-31 22 $5,000 0
   Twin Lakes Capital Management LLC 220 - 2023-12-31 21 $5,000 0
   ZBN.A. 744 - 2023-12-31 20 $5,000 0
   MV Capital Management Inc. 595 - 2024-03-31 20 $5,000 0
   CULLEN FROST BANKERS INC 877 - 2023-12-31 19 $5,000 0
   Fortitude Family Office LLC 632 - 2024-03-31 19 $5,000 0
   UMB BANK N A/MO 1397 - 2024-03-31 16 $4,000 0
   Red Tortoise LLC 437 - 2024-03-31 13 $3,000 0
   Stephens Consulting LLC 404 - 2024-03-31 12 $3,000 0
   Archer Investment Corp 851 - 2023-12-31 10 $2,000 0
   GLOBEFLEX CAPITAL L P 451 - 2023-12-31 9 $2,000 0
   Spire Wealth Management 2180 - 2024-03-31 4 $1,000 0
   Eagle Bay Advisors LLC 758 - 2023-12-31 6 $1,000 0
   CVA Family Office LLC 997 - 2024-03-31 5 $1,000 0
   Prestige Wealth Management Group LLC 872 - 2024-03-31 3 $1,000 0
   TFC Financial Management - 2023-12-31 5 $1,000 0
   WEST PACES ADVISORS INC. 546 - 2024-03-31 5 $1,000 0
   Versant Capital Management Inc 1843 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 3620 - 2023-12-31 0 $0 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1249 - 2023-12-31 2 $0 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 829 *Closed 2023-12-31 0 $0 0

  85 Records found
  1    
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